Salesforce Service Optimization – 1 week

Quick Optimization Service 1 week package provides clients with a quick and effective way to review their existing functionality and unlock the unused and misused functionality. If you feel that your implementation has not given you the desired Return on Investment (ROI) as some of the critical functionality is missing or if the user adoption is poor in your CRM implementation – you must consider the Optimization Service.Salesforce CRM Service Cloud and Sales Cloud

This is a one week remote service package includes a Business Process Review Session and other client interactions are conducted online using Live Meeting. Subsequent to Business Process Review session, our consultants review your requirements to implementation.

We will assist you in getting a quick review of Salesforce CRM Service Cloud and Sales Cloud (depending on your edition):

  • Business Process Review
  • Review of existing SFDC implementation
  • Review of Adoption Rate
  • Review of metrics to track performance

If you are an existing CRM customer looking to make the most of unused capabilities – this service is advisable. Quick Start Optimization Service is designed to unlock unused functionality in your existing implementation. It will help you to extend your use of Salesforce to new areas or applications. This is a remote service which helps you to configure your existing application in an optimized manner to address your business needs.

Pricing: The fee for the Quick Optimization is US$2,900 for EE and US$1900 for PE Service Optimization  1 week Plan

Pre Project
  • One-hour project kick-off call to plan & coordinate
Day 1
  • Business Process Review
  • User Adoption review
Day 2
  • Design Review
  • Configuration & Customization Review
Day 3
  • Review of Reports, Dashboards
  • Data Quality Review
Day 4
  • Review with client project manager
  • Rapid Changes (minor adjustments)
Day 5
  • Preparation of knowledge-transfer document with recommendations for additional module deployments or configuration changes
  • 2 hour system administrator consultation


  • Business Process review
  • Knowledge-transfer document with recommendations for additional module deployments or configuration changes
  • Administration KT Session

Contact us today for a free One hour consultation to evaluate if Quick Optimization is good for your business.